Heico Corp
HEI- Exchange
- NYSE
- Industry
- Aircraft Engines & Engine Parts
- SEC CIK
- 0000046619
No open-market purchases or sales by Heico Corp insiders were filed in the last 90 days; 777 institutions reported holding it in 13F filings for Q2 2026, worth $15.4B in total; ARK Invest is the only superinvestor holding it.
Other share classesHEI.A
13F holders, Q3 2022
Institutional positions in Heico Corp as of Sep 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 438
- +21 vs. Q2 2022
- Shares held
- 37.2M
- +156.8K (+0.4%) vs. Q2 2022
- Total value
- $5.35B
- +$495.9M (+10.2%) vs. Q2 2022
- New holders
- 57
- 130 more added
- Sold out
- 36
- 157 more reduced
2 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HEI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 777 | $15.4B |
| Q1 2026 | 739 | $11.0B |
| Q4 2025 | 757 | $12.9B |
| Q3 2025 | 715 | $12.5B |
| Q2 2025 | 706 | $12.8B |
| Q1 2025 | 640 | $10.3B |
| Q4 2024 | 608 | $9.32B |
| Q3 2024 | 587 | $9.84B |
| Q2 2024 | 551 | $8.69B |
| Q1 2024 | 518 | $7.29B |
| Q4 2023 | 498 | $6.73B |
| Q3 2023 | 468 | $6.11B |
| Q2 2023 | 475 | $6.74B |
| Q1 2023 | 459 | $6.54B |
| Q4 2022 | 451 | $5.81B |
| Q3 2022 | 438 | $5.35B |
| Q2 2022 | 419 | $4.85B |
| Q1 2022 | 435 | $5.81B |
| Q4 2021 | 415 | $5.22B |
| Q3 2021 | 401 | $4.64B |
| Q2 2021 | 424 | $4.83B |
| Q1 2021 | 427 | $4.34B |
Institutions, Q3 2022
Shares, value and share of portfolio for each institution holding Heico Corp; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Integrated Investment Consultants, LLC | 2,064 | $297.0K | 0.12% | −13−0.6% | Reduced |
| Connecticut Wealth Management, LLC | 2,066 | $297.0K | 0.03% | +2,066 | New |
| Anchor Investment Management, LLC | 2,052 | $295.4K | 0.05% | −126−5.8% | Reduced |
| Barrett & Company, Inc. | 1,922 | $295.3K | 0.20% | +1,922 | New |
| CWM Advisors, LLC | 2,035 | $293.0K | 0.04% | +2,035 | New |
| Carlson Capital Management | 2,011 | $290.0K | 0.02% | 00.0% | Unchanged |
| Wendell David Associates Inc | 1,985 | $286.0K | 0.04% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 1,983 | $286.0K | 0.04% | +1+0.1% | Added |
| Pinebridge Investments, L.P. | 1,989 | $286.0K | 0.00% | +1,989 | New |
| Benjamin F. Edwards & Company, Inc. | 1,952 | $281.0K | 0.01% | 00.0% | Unchanged |
| RKL Wealth Management LLC | 1,942 | $280.0K | 0.04% | +1+0.1% | Added |
| Bickling Financial Services, Inc. | 1,904 | $275.0K | 0.19% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,927 | $274.0K | 0.01% | +137+4.9% | Added |
| Mutual Advisors, LLC | 1,869 | $269.0K | 0.01% | +1,869 | New |
| Virtus Investment Advisers, Inc. | 1,849 | $266.0K | 0.12% | +1,849 | New |
| Csenge Advisory Group | 1,841 | $265.0K | 0.02% | +1,841 | New |
| Oliver Lagore Vanvalin Investment Group | 1,800 | $259.0K | 0.17% | 00.0% | Unchanged |
| Savant Capital, LLC | 1,773 | $255.0K | 0.01% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 1,735 | $250.0K | 0.01% | −5−0.3% | Reduced |
| XTX Topco Ltd | 1,732 | $249.0K | 0.06% | +1,732 | New |
| Redwood Investments, LLC | 1,686 | $243.0K | 0.03% | −64−3.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,685 | $243.0K | 0.00% | +62+3.8% | Added |
| Wetherby Asset Management Inc | 1,678 | $242.0K | 0.02% | −9−0.5% | Reduced |
| Forte Capital LLC | 1,665 | $240.0K | 0.04% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 1,654 | $238.1K | 0.03% | +123+8.0% | Added |
| Fort, L.P. | 1,651 | $238.0K | 0.30% | +19+1.2% | Added |
| Oppenheimer & Co Inc | 1,637 | $236.0K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,625 | $234.0K | 0.02% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 1,605 | $231.0K | 0.01% | −199−11.0% | Reduced |
| Parkside Financial Bank & Trust | 1,588 | $228.0K | 0.07% | +111+7.5% | Added |
| Point72 Hong Kong Ltd | 1,567 | $226.0K | 0.01% | −1,041−39.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,570 | $226.0K | 0.00% | −86−5.2% | Reduced |
| Dudley & Shanley, Inc. | 1,540 | $222.0K | 0.06% | 00.0% | Unchanged |
| Essex LLC | 1,540 | $222.0K | 0.07% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 1,513 | $218.0K | 0.02% | +1,513 | New |
| Synovus Financial Corp | 1,500 | $216.0K | 0.00% | +1,500 | New |
| CIBC World Markets Inc. | 1,480 | $213.0K | 0.00% | +1,480 | New |
| Wealthcare Advisory Partners LLC | 1,465 | $211.0K | 0.01% | +1,465 | New |
| Symmetry Partners, LLC | 1,449 | $209.0K | 0.01% | +1,449 | New |
| Astoria Portfolio Advisors LLC. | 1,450 | $209.0K | 0.14% | +1,450 | New |
| TrinityPoint Wealth, LLC | 1,442 | $208.0K | 0.05% | +1,442 | New |
| King Luther Capital Management Corp | 1,415 | $204.0K | 0.00% | +1,415 | New |
| American Portfolios Advisors | 1,405 | $202.3K | 0.01% | −41−2.8% | Reduced |
| MAI Capital Management | 1,399 | $201.0K | 0.00% | +1,399 | New |
| Canada Pension Plan Investment Board | 1,346 | $194.0K | 0.00% | −20,875−93.9% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,295 | $186.0K | 0.11% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 1,255 | $181.0K | 0.01% | −130−9.4% | Reduced |
| Endurance Wealth Management, Inc. | 1,236 | $178.0K | 0.03% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,061 | $153.0K | 0.00% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 1,057 | $152.0K | 0.01% | −80−7.0% | Reduced |
| Vestcor Inc | 1,027 | $148.0K | 0.01% | +13+1.3% | Added |
| Nisa Investment Advisors, LLC | 1,000 | $144.0K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 965 | $139.0K | 0.04% | −8−0.8% | Reduced |
| Tower Research Capital LLC (TRC) | 950 | $137.0K | 0.00% | −417−30.5% | Reduced |
| Center for Financial Planning, Inc. | 821 | $118.0K | 0.03% | 00.0% | Unchanged |
| CWM, LLC | 812 | $117.0K | 0.00% | −25−3.0% | Reduced |
| GHP Investment Advisors, Inc. | 790 | $114.0K | 0.01% | +1+0.1% | Added |
| American International Group, Inc. | 690 | $99.0K | 0.00% | +2+0.3% | Added |
| Harbor Investment Advisory, LLC | 680 | $98.0K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 679 | $98.0K | 0.00% | +155+29.6% | Added |
| Whittier Trust Co of Nevada Inc | 650 | $94.0K | 0.00% | +650 | New |
| Covestor Ltd | 604 | $87.0K | 0.08% | +512+556.5% | Added |
| Northwestern Mutual Wealth Management Co | 566 | $81.0K | 0.00% | +33+6.2% | Added |
| Ossiam | 564 | $81.0K | 0.00% | +564 | New |
| Macquarie Group Ltd | 544 | $79.0K | 0.00% | −10−1.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 507 | $73.0K | 0.01% | +6+1.2% | Added |
| PYA Waltman Capital, LLC | 499 | $72.0K | 0.04% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 490 | $70.5K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 464 | $66.0K | 0.00% | 00.0% | Unchanged |
| Newfound Research LLC | 414 | $60.0K | 0.15% | −302−42.2% | Reduced |
| Harding Loevner LP | 419 | $60.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 365 | $53.0K | 0.00% | −12−3.2% | Reduced |
| Tortoise Investment Management, LLC | 351 | $51.0K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 327 | $49.0K | 0.02% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 339 | $49.0K | 0.00% | +339 | New |
| First Horizon Advisors, Inc. | 333 | $47.0K | 0.00% | +1+0.3% | Added |
| Axiom Investment Management LLC | 301 | $43.0K | 0.09% | +301 | New |
| TFC Financial Management | 264 | $38.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 256 | $37.0K | 0.00% | +122+91.0% | Added |
| Spire Wealth Management | 244 | $35.0K | 0.00% | −166−40.5% | Reduced |
| Altshuler Shaham Ltd | 245 | $35.0K | 0.00% | −13−5.0% | Reduced |
| Fifth Third Bancorp | 245 | $35.0K | 0.00% | +49+25.0% | Added |
| Parallel Advisors, LLC | 236 | $34.0K | 0.00% | +81+52.3% | Added |
| Quadrant Capital Group LLC | 214 | $31.0K | 0.00% | −8−3.6% | Reduced |
| Huntington National Bank | 191 | $28.0K | 0.00% | −6−3.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 195 | $28.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 172 | $25.0K | 0.00% | +35+25.5% | Added |
| Annapolis Financial Services, LLC | 157 | $23.0K | 0.01% | +157 | New |
| Meeder Asset Management Inc | 148 | $21.0K | 0.00% | +8+5.7% | Added |
| Versant Capital Management, Inc | 137 | $20.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 135 | $19.0K | 0.00% | −23−14.6% | Reduced |
| Private Trust Co NA | 129 | $19.0K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 110 | $16.0K | 0.01% | −190−63.3% | Reduced |
| FourThought Financial, LLC | 112 | $16.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 98 | $14.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 89 | $13.0K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 80 | $12.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 63 | $9.30K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 65 | $9.00K | 0.00% | +1+1.6% | Added |
| Harvest Fund Management Co., Ltd | 61 | $9.00K | 0.00% | +61 | New |